BERKS ALLIANCE (EIN 475101292) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

JOHN WEIDENHAMMER

Phone

6107807461

Tax Period

2023-01-01 to 2023-12-31

BERKS ALLIANCE, founded in 2017, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $169K exceeded revenue, resulting in a 157% operating deficit.

Mission

TO MAKE STRATEGIC INVESTMENTS TO ENHANCE THE VITALITY OF THE GREATER READING, PENNSYLVANIA AREA AND SUPPORT SIGNIFICANT COMMUNITY REVITALIZATION AND COMMUNITY DEVELOPMENT INITATIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $65,000

Program Service Revenue $0

Investment Income $835

Other Revenue $0

TOTAL REVENUE $65,835

Expense Breakdown

Grants Paid $111,250

Salaries & Benefits $43,200

Fundraising Expenses $100

Program Expenses $154,450

Other Expenses $14,708

TOTAL EXPENSES $169,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,835	$75,064	-0.1%
Expenses	$169,158	$330,383	-0.5%
Net Income	$-103,323	$-255,319	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$43,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN P WEIDENHAMMER	CHAIRMAN/PRESIDENT	2.00	Officer Director	$0	$0	$0
R DAVID MYERS	ECEXUTIVE DIRECTOR/SECRETARY	10.00	Director	$43,200	$0	$43,200

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$65,835	$169,158	$143,614	$-103,323
2022	$75,064	$330,383	$250,537	$-255,319
2021	$43,888	$310,918	$517,262	$-267,030
2020	$38,398	$618,938	$806,489	$-580,540
2019	$152,106	$400,611	$1,390,111	$-248,505
2018	$47,468	$138,249	$1,598,331	$-90,781
2017	$26,711	$36,556	$1,689,112	$-9,845

BERKS ALLIANCE